Use case
Filter spam and capture consent before the call rings
Solo advisers cannot afford wasted calls. A short intake and optional OTP keep the phone for real prospects.
Last updated
How it runs
- Visitor clicks Call.
- Name, mobile, new or existing, topic; optional OTP.
- Consent for recording and data processing is shown.
- The adviser sees who is calling and from which page.
The rule to set
Require OTP for all calls to the adviser desk.
Features used
Questions we get asked
Can we require OTP?
Yes, as an option, to stop spam.
Where is the consent stored?
With the call record, in Indian cloud regions.
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.